Latest Institutional Transactions on Ihares Core 1 5 Years Usd Bond (ISTB)
This table provides information on the latest institutional transactions involving Ihares Core 1 5 Years Usd Bond (ISTB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-242- 27.25% |
$11.3K - $11.5K
|
646
$31.1K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-298- 2.53% |
$14K - $14.1K
|
11.5K
$554K
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
9.7KNew |
$454K - $460K
|
9.7K
$467K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
23.7K+ 98.57% |
$1.11M - $1.12M
|
47.8K
$2.3M
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
4.17K+ 5.59% |
$195K - $198K
|
78.8K
$3.79M
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
8+ 0.01% |
$375 - $380
|
105K
$5.07M
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.23K- 3.29% |
$57.4K - $58.1K
|
36K
$1.73M
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
55+ 0.87% |
$2.58K - $2.61K
|
6.41K
$309K
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.19K- 1.42% |
$55.6K - $56.4K
|
82.4K
$3.97M
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-900- 17.01% |
$42.2K - $42.7K
|
4.39K
$211K
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
BUY
|
- |
6.25K+ 3.8% |
$293K - $296K
|
171K
$8.21M
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
19.9K+ 13.46% |
$931K - $943K
|
168K
$8.07M
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1+ 0.0% |
$46.8 - $47.5
|
27.4K
$1.32M
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
318+ 7.88% |
$14.9K - $15.1K
|
4.35K
$210K
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
BUY
|
- |
222+ 1.57% |
$10.4K - $10.5K
|
14.3K
$691K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.27K+ 2.75% |
$200K - $203K
|
160K
$7.7M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.37K- 6.72% |
$111K - $112K
|
32.8K
$1.58M
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-263- 1.62% |
$12.3K - $12.5K
|
15.9K
$767K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
184+ 3.04% |
$8.62K - $8.73K
|
6.23K
$300K
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
18.4KNew |
$860K - $871K
|
18.4K
$884K
|
|
Jul 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
5.73K+ 424.52% |
$268K - $272K
|
7.08K
$341K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.5KNew |
$867K - $879K
|
18.5K
$891K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-9.51K- 37.61% |
$445K - $451K
|
15.8K
$759K
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
19.7K+ 20.31% |
$924K - $936K
|
117K
$5.63M
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-25- 4.83% |
$1.17K - $1.19K
|
493
$23.7K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.43KNew |
$67K - $67.9K
|
1.43K
$68.9K
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-2.9K- 26.19% |
$136K - $137K
|
8.16K
$393K
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-275- 4.53% |
$12.9K - $13.1K
|
5.8K
$279K
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.39K- 9.65% |
$206K - $208K
|
41.1K
$1.98M
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-926- 9.92% |
$43.4K - $43.9K
|
8.41K
$405K
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
6.34K+ 1.24% |
$297K - $301K
|
519K
$25M
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-40.2K- 71.54% |
$1.88M - $1.91M
|
16K
$770K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.12K+ 2.0% |
$427K - $433K
|
465K
$22.4M
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
330+ 0.74% |
$15.5K - $15.7K
|
45K
$2.17M
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-59.2K- 90.69% |
$2.77M - $2.81M
|
6.08K
$293K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.42K+ 23.42% |
$66.3K - $67.2K
|
7.46K
$359K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-716- 1.22% |
$33.5K - $34K
|
57.9K
$2.79M
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
118+ 0.95% |
$5.53K - $5.6K
|
12.5K
$601K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-78- 1.34% |
$3.65K - $3.7K
|
5.76K
$277K
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
14+ 0.09% |
$656 - $664
|
15.9K
$768K
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4.02K+ 33.94% |
$188K - $191K
|
15.9K
$765K
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-17.1K- 17.97% |
$801K - $812K
|
78.1K
$3.76M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-200- 0.91% |
$9.37K - $9.49K
|
21.7K
$1.05M
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
17K+ 2.57% |
$796K - $806K
|
678K
$32.6M
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-841- 10.68% |
$39.4K - $39.9K
|
7.04K
$339K
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
4.83K+ 2.85% |
$226K - $229K
|
174K
$8.4M
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
220+ 3.45% |
$10.3K - $10.4K
|
6.6K
$318K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-177- 3.06% |
$8.29K - $8.4K
|
5.61K
$270K
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
24.7K+ 13.85% |
$1.16M - $1.17M
|
203K
$9.78M
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.74K+ 17.5% |
$81.5K - $82.6K
|
11.7K
$563K
|